## Chaindoc.io for Pipedrive

**Chaindoc.io** brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

### Key benefits

* **Tamper-proof documents** – Protect contracts, agreements, and records with cryptographic verification
* **Deal-linked documentation** – Attach and manage documents directly within Pipedrive deals and contacts
* **Auditability &amp; trust** – Maintain a clear history of document creation and changes
* **Faster sales workflows** – Generate and manage documents without leaving Pipedrive
* **Compliance-ready** – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need **secure documentation**, **proof of integrity**, and **full visibility** into their deal-related records - without adding complexity to their CRM workflow.

Manage contracts

Automate my pipeline and data

Other use cases

Chaindoc

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Qualify my leads

Nurture my leads

Communicate with leads

Claap

Export data into Google Sheets and data warehouses in a few clicks.

Forget copy/paste and csv hell. Build the reports and dashboards you want in the fastest and most flexible way.

Using Conduit you can automatically import all of your data into one place in Google Sheets. You can build custom dashboards and reports, query, join, sync, and manipulate your data. 

- Farewell to manual exports and welcome to real-time data refresh without the need for coding. 
- Never Build the Same Report Twice. Free from the tedious task of copying and pasting data repeatedly.
- Make Data Actionable. by keeping the team informed with Slack and email notifications.



**Features:**

🔹 1-Click Connections 

🔹Customizable Imports 

🔹Auto-Refreshes 

🔹Alerting

🔹Pre-Built Dashboards

🔹Cloud Joins and Pivot Tables


Use Conduit to export your data from than 500+ apps including:

✅ Marketing

✅ E-commerce

✅ CRM, Customer Support, Customer Service, Customer Success, RevOps

✅ Productivity, project management

✅ Accounting, Tax, Finance Ops

✅ Developer and Design tools, DevOps, REST API

Conduit - Data Connector for Sheets

**Visual sales reporting, revenue reports, sales dashboards, forecasting, and goal tracking — powered by your Pipedrive data.**

Plans starting from $39/month.
Up and running in 1 minute.
No credit card required.

[START FREE TRIAL ](https://signup.dearlucy.co)

**Real-time visibility into revenue, pipeline, and team performance**
- Custom sales reports and pipeline reports by rep, team, product, or region
- Revenue reports, including MRR / ARR tracking
- Real-time sales dashboards with KPIs and trends
- Forecast vs. target tracking for month or quarter
- Sales goals, quota tracking, and performance tracking
- Pipeline and activity reports
- Team performance dashboards and leaderboards

All built directly from your Pipedrive CRM.

**All your sales performance insights — in one place.**

How sales teams use Dear Lucy

- **Weekly forecast calls &amp; pipeline reviews**

Open one dashboard and review pipeline value, revenue reports, and forecast vs. target in minutes.

- **Sales rep 1:1 dashboards**

See meetings, new deals, quota pacing, and performance trends in one clear view.

- **Office TV dashboards**

Display live sales dashboards on a screen to keep the whole team aligned and motivated.

- **Board reporting**

Share clear revenue reports, forecasts, and performance summaries — without exporting to Excel.

**Ready to see your sales clearly?**

Install in 1 minute and see your revenue, pipeline, and team performance clearly.

[START FREE TRIAL ](https://signup.dearlucy.co)

Dear Lucy

Decide AI for CRM is an add-on to maintain and fully make the most of your CRM.

Decide Ai helps you measure your data quality, spot the duplicate records or data issues, benefit from a prepackaged dashboard that highlights sales performances and customize strategy by using advanced segmentation based on AI or advanced analytics.

Decide AI for CRM makes your CRM smarter! 

Learn more at: https://decideapp.ai/decide-ai-for-crm

Decide AI for CRM

Get the most out of your sales meetings with Demodesk &amp; Pipedrive. Explore our three powerful products as standalone solutions or mix &amp; match to meet your needs.

### Demodesk Coaching &amp; AI
Let our AI Assistant record, transcribe and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. The AI Sales Coach provides instant, actionable feedback after each meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive and directly updates your deals at the end of the call - no more manual data entry. Conversation Intelligence made easy – zero setup required.

### Demodesk Scheduling
Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

### Demodesk Meeting
Host professional, interactive video meetings with clients and coach teams using playbooks, talk tracks, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Attract new leads

Manage my accounts

Demodesk

Use the Pipedrive SMS integration with Dexatel to instantly connect with your audience wherever they are, whether it’s an individual, a specific group, or your entire contact list. Send special offers, order confirmations, appointment reminders, and more while managing your communications from one place. By integrating your Pipedrive SMS workspace with the Dexatel platform, you can: 

- Send single messages
- Send bulk messages
- Customize your sender ID
- Write Pipedrive texts in any language or alphabet

Interactive Features
1. Reach out to individual contacts
2. Reach a massive audience
4. Customize your sender name
5. Choose any language or alphabet

Dexatel

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

DocuSign on Pipedrive

EazyMatch AI is a CRM data quality app that helps businesses find the records in Pipedrive that need attention. It helps users identify duplicates, incomplete records, non-target accounts, retention issues, messy job titles and open activities that may be affecting reporting, segmentation and follow-up.

With EazyMatch AI, you can:

Identify duplicate People and Organisations so users can review and clean up repeated CRM records.

Highlight missing or outdated fields that may be affecting reporting, segmentation and customer follow-up.

Test customer and lead records against your own retention rules to support GDPR readiness and better data governance.

Assess Organizations against your ICP and identify accounts that do not have a marketable contact.

Normalise job titles to reduce inconsistent titles and make segmentation, reporting and outreach data cleaner.

Review People with multiple open or overdue activities, helping users keep follow-up activities organised and reduce manual task management.

Use optional enrichment for existing CRM records, including suggested LinkedIn URLs and industry information.

Preview suggested changes before applying approved updates back into Pipedrive.

EazyMatch AI helps make Pipedrive data cleaner, more credible and easier to use across sales, marketing, reporting and operations. It does not sell contact data, provide lead lists or create prospecting databases.

EazyMatch AI

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Eurosign eSignatures

FreeBusy is an AI scheduling assistant to automate bookings for all pipeline stages. FreeBusy makes it easy to create booking links to share your and your team's availability. Manage time slots manually or connect to you calendar and let FreeBusy figure out your availability. Use solo or with your team for panel booking or round-robin assignment of bookings.

Use to:
- Easily set up meetings with prospects at trade shows
- Create call-to-action for email marketing campaigns
- Capture leads from your website
- Route leads to the right owner
- Register prospects to webinars, trainings and onboarding sessions
- Segment contacts and trigger different automations based on custom 
- Reduce no-shows with multiple automated SMS and email reminders that are sent out a couple of hours before the meeting
- create custom forms to collect responses during the booking process and use it to qualify leads

How is FreeBusy different from Pipedrive Scheduler?
- 1:1 bookings are free with FreeBusy. No additional cost when using Pipedrive Essential
- Team meetings for panels or round-robin assignments
- signup sheets for webinars and other large scale or group events

FreeBusy

An app extension for agents to control customer interactions within Genesys Cloud directly in Pipedrive

**Features**

- Customizable app extension to control [Genesys Cloud CX](https://www.genesys.com/genesys-cloud) interactions.
- Search for a specific Pipedrive contact from Genesys Cloud.
- Click to Call functionality in Pipedrive to create a new Genesys Cloud voice interaction.
- Inbound calls associated with contacts in Pipedrive
- Pipedrive call log updated from within Genesys Cloud interaction log.
- Screen pop for associated record in Pipedrive based on the Genesys Cloud interaction.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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